Home[vertical line]For Faculty[vertical line]For Diversity[vertical line]For Living/Learning Environment [vertical line]For Southwestern
spacer
spacer
spacer

REQUEST A CONFIDENTIAL NO OBLIGATION CALCULATION

1. Select the type of gift(s) you are interested in:

Outright
Bequest (gift by will)
Charitable gift annuity
Support Southwestern University and receive a fixed income for life.
Deferred charitable gift annuity
Support Southwestern University and receive a deferred-income stream.
Charitable remainder unitrust
Support Southwestern University and receive a variable-income stream.
Charitable remainder annuity trust
Support Southwestern University and receive a fixed-income stream.

2. Select the type of asset(s) in which you are considering funding the gift:

Cash
Securities (stocks, bonds, mutual fund shares)
Real estate
Other (please specify)

3. Gift amount and cost basis:

Enter the dollar amount of the gift you are considering:
Enter the cost basis of the asset (if other than cash) you are considering funding the gift with:

4. Age(s) or birth date(s):

Enter the age or birth date for each beneficiary
Beneficiary 1:
Beneficiary is someone other than me or my spouse.
Beneficiary 2:
Beneficiary is someone other than me or my spouse.

5. Your information:

*Name:
Occupation:
Address:
City:
State/Province:
Postal Code:
Country:
*E-mail:
Phone:
Questions or Comments:



spacer
Southwestern University, 1001 E University, Georgetown, TX 78626 - 512-863-6511